Get the free Beneficiary Change Form - Kent State University

Standard Insurance Company To Be Completed By Applicant Reset Apply for Coverage Add or Your Name (Last, First, Middle) Your Address Job Title/Occupation Beneficiary Change Complete Beneficiary Section

How to fill out beneficiary change form

1. Start by obtaining a beneficiary change form from your insurance company, retirement plan administrator, or any other relevant financial institution.
2. Fill in your personal information such as your name, date of birth, and contact details in the designated fields on the form.
3. Provide the details of your current beneficiaries, including their full names, dates of birth, and their relationship to you.
4. Clearly state the percentage or the specific amount that each beneficiary should receive from the proceeds of your policy or plan.
5. If you wish to designate a contingent beneficiary, who will receive the benefits in the event that your primary beneficiaries pass away before you, make sure to include their information as well.
6. Review the form thoroughly to ensure accuracy and make any necessary corrections before submitting it.
7. Sign and date the form in the designated areas, following any instructions provided by the institution.
8. Keep copies of the completed form for your records and submit the original to the appropriate institution.

Who needs a beneficiary change form?

1. Individuals who have life insurance policies or retirement plans with named beneficiaries usually need a beneficiary change form.
2. People who experienced significant life events such as marriage, divorce, birth, adoption, or the death of a beneficiary may need to update their beneficiaries using this form.
3. Those who want to revise the beneficiaries they previously designated, regardless of the reason, will need to fill out a beneficiary change form.

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What is beneficiary change form?

The beneficiary change form is a document used to update or change the designated beneficiary on an account or policy.

Who is required to file beneficiary change form?

The account holder or policyholder is required to file the beneficiary change form.

How to fill out beneficiary change form?

To fill out the beneficiary change form, the account holder or policyholder must provide their information, the current beneficiary's information, and the new beneficiary's information.

What is the purpose of beneficiary change form?

The purpose of the beneficiary change form is to ensure that the correct individual or entity is designated to receive the assets or benefits from the account or policy.

What information must be reported on beneficiary change form?

The beneficiary change form must report the account holder or policyholder's information, the current beneficiary's information, and the new beneficiary's information.